Steven D Carlson
Financial Representative|CLU®, ChFC®, CFP®
Personal
Steve Carlson, who was born in Jamestown, NY currently lives in Winfield, IL with his wife, Lisa. American History has long fascinated him. While majoring in history at Wheaton College, Steve participated in the Northwestern Mutual Internship Program where the stellar history of Northwestern Mutual really hit home to him.
While participating in the Northwestern Mutual Internship Program, it became quite obvious that not only could Steve be involved in the ongoing wonderful history that Northwestern Mutual continues to write but that he could also help families assure that their family's history would not be financially wiped out due to premature death or a disability.
Thankfully, Steve Carlson has been there to help many families who sadly experienced a financial loss due to either a death or a disability and he looks forward to helping you with what he calls "bi-focal vision," where you can consider both current and future risks which could affect reaching your goals.
Steve enjoys skiing, swimming and reading.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Associations and Memberships
- Society of Financial Service Professionals
- National Association of Insurance & Financial Advisors
Years of Experience
Representing Northwestern Mutual since 1978.
Education
Wheaton College - History (Bachelor of Arts)
Awards and Recognition
- Million Dollar Round Table Life Member 2000-2022
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
